The different contract types available in the Contracts App of Apptivo can be customized according to your business purpose.
Steps to customize Contracts Types
- In the Contracts App of Apptivo, select Settings from the App Header.
- Go to Contracts → Contract Types from the left navigation panel of the Settings page.
- The Contracts Types page will come into view.
- Here, you can edit and delete the contract type.
- On clicking the edit icon, the edit page will appear. Here, the Retainer Contract edit page will display.
- Here, you can make the necessary changes and select update.
- The changes are updated automatically.
